Relationship Banker (Saturday Required) - Boyertown Branch

Truist Bank • Colebrookdale Township, PA

7d • Onsite

About The Position

The Relationship Banker provides an industry-leading client service experience in person and by phone, developing and expanding new and existing client relationships. The role offers financial solutions based on consultative conversations and refers clients to other business partners to support additional business growth. The banker is cross-trained to perform teller duties as needed, including transactions and helping clients navigate the branch. The position requires Saturday work, and may require other weekend or extended hours, occasional travel and overnight stays, and travel or temporary location changes to meet staffing needs.

Requirements

• High school diploma or equivalent education.
• At least 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building client relationships.
• Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
• Proficiency in basic computer applications, such as Microsoft Office.
• Must meet SAFE (Mortgage Licensing Act) requirements within 30 days of employment, including applicable registration and NMLS background check requirements, and meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as needed for temporary staffing requirements, including temporary assignment or locale changes.
• Ability to work weekends and/or extended hours; occasional travel and overnight stays may be required.

Nice To Haves

• Associate’s degree or higher.
• Demonstrated ability to handle multiple priorities under time constraints.
• Excellent verbal and written communication skills.
• Ability to respond professionally while maintaining a high level of service quality.
• Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small business clients.
• Demonstrated ability to meet or exceed sales goals.
• General understanding of bank operations, policies, and procedures.

Responsibilities

• Handle routine client maintenance requests and resolve problems; perform advanced sales functions involving deposit, credit, convenience, and other products and services.
• Contribute to client service and individual and branch sales targets by offering products and services and developing, expanding, and retaining relationships.
• Conduct consultative conversations, address client needs, and refer complex needs or financial goals to internal specialists.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build sales technique and product knowledge through meetings, training classes, and web-based learning.
• Advise clients about consumer lending options and take loan applications.
• Follow internal controls, operational procedures, and risk management policies; stay informed about policy and procedure changes.
• Engage clients courteously during transactions, uncover client needs, perform teller transactions as needed, and help greet and guide clients in the branch.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Depending on position and division, possible defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED